Enable Organization Group Collection for the Net Change Collection Type

You can use organization groups to limit the net change data collection from a source system to specific organizations.

Using organization groups for collection also eliminates the chances of data overlap when multiple instances of net change collections are run at a time. Planners can run collections for their organizations without waiting for each other.

Let's take a simple example where your organization considers only the D1 and D2 distribution centers in your source system for shipments to your customers. In such a case, you can create an organization group, assign D1 and D2 to the organization group, and collect net change data specifically for this group.

Note: Before you begin, ensure that you have your organization groups created. A supply planner creates and manages organization groups using the Manage Organization Groups button on the Maintain Supply Network Model page.

Do these to collect net change data for an organization group.

  1. Access the Collect Planning Data page or Load Planning Data from Files page from a Supply Planning work area.

  2. Select the source system. Organization groups are managed within the source systems.

  3. Select the Net Change collection type. You can select an organization group for data collection only when the collection type is Net Change.

  4. Enable the organization group collection, and then select an organization group.

  5. Perform the net change data collection. Refer to the Collect Data Using Net Change Collection Type topic in this chapter for instructions.

Note: After selecting your organization group and other data collection entities, you can also save your selections as a template. Refer to the Collection Filters and Collection Templates topic in this chapter for additional information.